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Official data from USPTO

INVESTMENTS & WEALTH REVIEW

Did you know this trademark is already registered in United States?

Before investing in name, identity, and promotion, validate collision risk and registration strategy to avoid wasting time and budget.

Active USPTO registrationType: WordOffice: US

Quick snapshot

INVESTMENTS & WEALTH REVIEW

ST13

US500000099076131

Class

16, 41

Filing

99076131

Registration

8054109

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

Attention: there is active risk

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

13

Latest update

12/03/2025

Classification

Registered

Trademark type

Word

Nice classes

16, 41

Filing date

03/10/2025

Registration date

12/02/2025

Expiration date

-

Recommended action

Perform a full collision analysis and validate classes before any filing or trademark investment.

Next step

These are the details of the registration process. Even so, constant monitoring is what ensures peace of mind that your main asset remains protected.

Complete case details

Structured fields from the responsible authority and the official record.

Status date

12/02/2025

Last transaction

12/03/2025

Responsible office

United States Patent and Trademark Office

Status code

700

Official register

Supplemental Register

First use anywhere

03/06/2025

First use in commerce

03/06/2025

Drawing code

4

Owner type

03

Owner location

Greenwood Village, CO

Examiner

HURTADO,DIANA V

Current location

FILE REPOSITORY (FRANCONIA)

Holders and representatives

Holders

INVESTMENT MANAGEMENT CONSULTANTS ASSOCIATION

Representatives

SABRINA STAVISH SHERIDAN ROSS P.C.

Technical classification

Nice Classes

Class 16Class 41

Vienna Codes

No Vienna codes available.

Goods and services

Class 16

Printed journals in the field of investments and wealth management

Class 41

Online publication of journals; Providing online non-downloadable journals in the field of investments and wealth management

Publications

History of USPTO decisions and trademark events.

13 publications found

NRCS

NOTICE OF REGISTRATION CONFIRMATION EMAILED

12/02/2025

R.SR

REGISTERED-SUPPLEMENTAL REGISTER

12/02/2025

CNTA

APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER

11/03/2025

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

10/14/2025

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

10/13/2025

TROA

TEAS RESPONSE TO OFFICE ACTION RECEIVED

10/13/2025

GNRN

NOTIFICATION OF NON-FINAL ACTION E-MAILED

08/18/2025

GNRT

NON-FINAL ACTION E-MAILED

08/18/2025

CNRT

NON-FINAL ACTION WRITTEN

08/18/2025

DOCK

ASSIGNED TO EXAMINER

08/11/2025

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

07/29/2025

MAFR

APPLICATION FILING RECEIPT MAILED

03/10/2025

NWAP

NEW APPLICATION ENTERED

03/10/2025

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